USFIvsSBARETF Comparison
VS
BrandywineGLOBAL - U.S. Fixed Income ETF (USFI) belongs to the US Aggregate Bonds segment. Simplify Barrier Income ETF (SBAR) is part of the Multi-Asset: Other segment. USFI's top 3 sector exposures are Sovereign, Industrials and Finance. In contrast, SBAR's top sector exposures are Sovereign and Government Agencies. USFI is less expensive with a Total Expense Ratio (TER) of 0.39%, versus 0.75% for SBAR. USFI is down -1.24% year-to-date (YTD) with -$4M in YTD flows. SBAR performs better with 6.57% YTD performance, and +$246M in YTD flows. Run a side-by-side ETF comparison of USFI and SBAR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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USFI vs SBAR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 08/31/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | USFI SBAR | -0.34%+3.21% | -1.18%+3.58% | -1.24%+6.57% | +0.47%+10.91% | +8.44%n/a | n/an/a |
| Flows | USFI SBAR | -+$17M | -+$77M | -$4M+$246M | -$2M+$339M | -$2M- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | USFI SBAR | +2.67%+6.66% | +3.04%+5.91% | +6.64%n/a | n/an/a |
| Max drawdown | USFI SBAR | -1.74%-2.10% | -2.44%-4.84% | -7.84%n/a | n/an/a |
| Max drawdown duration | USFI SBAR | 63d19d | 313d85d | 96dn/a | n/an/a |
Trading data
USFI | SBAR | |
Last sale 8/31/2026 at 1:30 PM | $25.61 | |
| Previous close 08/31/2026 | $25.70 | |
| Consolidated volume 08/31/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 8/31/2026 at 1:30 PM
Live
Closed
USFI | SBAR | |
|---|---|---|
| Last price | – | $25.61 |
| 1D performance | – | -0.37% |
| AuM | $9.68 M | $423.12 M |
| E/R | 0.39% | 0.75% |
Characteristics
USFI | SBAR | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Franklin Templeton | Simplify |
| Benchmark | - | - |
| N° of holdings | 36 | 128 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 25, 2023 | April 15, 2025 |
| ESG | No | No |
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Exposure
Countries
USFI
USA
74.21%
Other
25.79%
SBAR
USA
79.42%
Other
20.58%
Sectors
USFI
Sovereign
50.76%
Industrials
17.72%
Other
31.52%
SBAR
Sovereign
40.22%
Government Agenci.
39.19%
Other
20.58%
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Diversification
USFI
Total weight of top 15 holdings out of 15
74.43%
SBAR
Total weight of top 15 holdings out of 15
37.04%
Top 15 holdings
Data as of July 31, 2026
USFI
USA, TIPS 1.25% 15apr2031, USD (X-2031)
22.74%
USA, Notes FRN 30apr2028, USD (BB-2028)
10.24%
USA, Notes 4.25% 15aug2035, USD (E-2035)
5.55%
USA, Notes FRN 31jan2028, USD (AX-2028)
5.23%
USA, TIPS 2.375% 15feb2056, USD
4.88%
US36180AAG85
3.50%
G2 MB0873, 6% 20jan2056, USD (ABS)
3.46%
US3618N5VR78
2.89%
US3618N5RF86
2.82%
G2 MA9780, 6% 20jul2054, USD (ABS)
2.80%
G2 MA9669, 6% 20may2054, USD (ABS)
2.36%
US36179YKT00
2.12%
US102104AA49
2.11%
USA, Bonds 4.75% 15may2055, USD
2.11%
G2 MB0093, 6% 20dec2054, USD (ABS)
1.60%
SBAR
USA, Bills 0% 31dec2026, USD (182D)
8.38%
USA, Bills 0% 3dec2026, USD (182D)
4.87%
USA, Bills 0% 15oct2026, USD (182D)
4.48%
Freddie Mac, FRN 22sep2027, USD
2.48%
USA, Notes FRN 31jul2026, USD (BF-2026)
2.15%
USA, Bills 0% 1sep2026, USD (119D)
1.75%
USA, Notes FRN 31jul2027, USD (BF-2027)
1.72%
FHLB, 0% 7aug2026, USD (365D)
1.72%
FHLB, 0% 21aug2026, USD (365D)
1.72%
FHLB, 0% 27aug2026, USD (365D)
1.72%
FHLB, 0% 3sep2026, USD (365D)
1.37%
USA, Notes FRN 31oct2027, USD (BK-2027)
1.21%
FHLB, 0% 28aug2026, USD (365D)
1.20%
USA, Bills 0% 8oct2026, USD (182D)
1.20%
USA, Notes FRN 30apr2027, USD (BB-2027)
1.09%
Frequently asked questions about USFI and SBAR
How have the USFI and SBAR ETFs performed in 2026?
As of August 31, 2026, USFI is down -1.24% year-to-date (YTD), while SBAR has returned 6.57%. That puts SBAR better performer ahead so far this year.
Which ETF is attracting more investor money: USFI or SBAR?
Year-to-date, the USFI ETF saw -$4M in flows, compared to +$246M for SBAR.
Which ETF is more volatile: USFI or SBAR?
Over the past year, USFI had a volatility of 3.04%, while SBAR experienced 5.91%.
Which ETF is bigger: USFI or SBAR?
As of August 31, 2026, USFI holds $9.68 M in assets under management (AUM), while SBAR manages $423.12 M.
What sectors do the USFI and SBAR ETFs invest in?
USFI leans toward sectors like Sovereign and Industrials. Meanwhile, SBAR focuses on Sovereign and Government Agencies.
What are the top holdings of the USFI ETF and SBAR ETF?
USFI top holdings include USA, TIPS 1.25% 15apr2031, USD (X-2031), USA, Notes FRN 30apr2028, USD (BB-2028) and USA, Notes 4.25% 15aug2035, USD (E-2035). SBAR holds in its top three: USA, Bills 0% 31dec2026, USD (182D), USA, Bills 0% 3dec2026, USD (182D) and USA, Bills 0% 15oct2026, USD (182D).
Which ETF is more diversified: USFI or SBAR?
USFI holds 58 securities with 74.43% of its assets in the top 15. SBAR has 170 securities and a top 15 weight of 37.04%.
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Latest news about USFI & SBAR
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